QAV America Light Update — 13 April 2026

by | Apr 13, 2026 | Blog, Light

Happy Monday (Australian time), QAV America. And welcome to all of our new members. Before we get into buys and sells for the week, let’s catch up on the performance of the market and our portfolios. I’m writing this at 10:57 am Monday Australian Eastern...

QAV Value Investing Buy List 2026-04-12

by | Apr 12, 2026 | Blog, Weekly Scorecards

This section is for QAV Club Members only. Register for your 14-day free QAV Club trial here. If you're already a QAV Club member and seeing this message, please login via the top menu. If you're a QAV Light member who wants to upgrade to QAV Club, go to your Account...

Truck Sausage (CVGI) – QAV America #47

by | Apr 9, 2026 | America, Investing Podcast, Podcast Episodes, QAVUS, US Episode

On this episode we do a deep dive on Commercial Vehicle Group (CVGI) — a boring-as-batsh*t truck cab outfitter that somehow jumped 20% the day after Cameron added it to the QAV Light portfolio. We also run through some big portfolio wins (Kodak up 47%, Zep up 326%, CEMEX up 100%), and Tony shares his takes on horse racing, Jeff Beck, and Moby’s new ambient record.

QAV America Light Update — 06 April 2026

by | Apr 6, 2026 | Blog, Light

Happy Monday, QAV America. And welcome to all of our new members. Market This Week (S&P 500) Despite all of the concerns about oil and Hormuz, the S&P 500 had a decent run, up about 1.6% over the five days. Started the week around 6,400, took a bit of a dive...